Podcast Episodes

Your Financial To-Do List Before December 31st

Most people wait until tax season to think about taxes, but by then, the window’s closed. Scott and Nick talk about how the best planning happens now, when there’s still time to adjust what’s already…

Published on 9 hours ago

It’s Open Enrollment Season: How to Avoid Leaving Money on the Table

A lot of people are under-utilizing their corporate benefits, unintentionally leaving money on the table. Open enrollment is a great opportunity to review your company’s benefits plan to ensure that …

Published on 2 weeks ago

What Business Owners Need to Know About the OBBBA

The One Big Beautiful Bill Act has some pretty great enhancements for business owners, but you have to know what you’re looking for in order to get them. Whether it’s the extension of Qualified Busin…

Published on 4 weeks ago

There’s More to Saving for Retirement Than Knowing How Much Money You’ll Need

“How much money do I need to save in order to retire – what’s my number?” It’s one of the most common questions financial advisors get, and we understand why. People want a goal, something they can w…

Published on 2 months ago

Pre-Tax, After-Tax, Roth: How Should You Distribute Your 401(k) Contributions?

People often think of their 401(k) as the set-it-and-forget-it retirement account. You set your contribution amount, get your employer match, and leave it alone. But what if your company gives you pr…

Published on 2 months, 2 weeks ago

A Meaningful Conversation About Money with Former NYT Columnist Carl Richards

Whether you know him as “The Sketch Guy” from his decade-long run as a NY Times columnist or you’ve heard him on a podcast, if you’re interested in the world of finance, you probably know who Carl Ri…

Published on 2 months, 4 weeks ago

The Good, the Bad, and the Ugly of the OBBBA

Disclaimer:

At approximately 12:09 in this episode, the income thresholds were misstated. The correct information is that the phase-out applies to incomes above $500,000 for single and married filing …

Published on 3 months, 1 week ago

Am I Behind? Rethinking Retirement Catch-Up Strategies

Do you ever feel like you're behind on retirement? A 41-year-old listener with over $230,000 saved and a 50%+ savings rate, certainly did. In this episode, we explain why starting late doesn't mean f…

Published on 3 months, 3 weeks ago

Are You Saving Money in the Right Order?

We all know we should probably save some more, but when we pass the piggy bank phase and have larger amounts of money, things get a little more complicated than just dropping some coins every once in…

Published on 4 months, 1 week ago

From Saver to Spender: How to Ease the Emotional Shift into Retirement

Retirement is supposed to be the reward after decades of hard work, but for many, the hardest part is learning how to actually spend the money they’ve saved. In this episode, we explore why that tran…

Published on 5 months, 1 week ago